PortfoliosLab logo
BUFGX vs. BUFEX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BUFGX and BUFEX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

BUFGX vs. BUFEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Buffalo Growth Fund (BUFGX) and Buffalo Large Cap Fund (BUFEX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

BUFGX:

0.59

BUFEX:

0.54

Sortino Ratio

BUFGX:

0.83

BUFEX:

0.78

Omega Ratio

BUFGX:

1.12

BUFEX:

1.11

Calmar Ratio

BUFGX:

0.51

BUFEX:

0.48

Martin Ratio

BUFGX:

1.74

BUFEX:

1.59

Ulcer Index

BUFGX:

6.36%

BUFEX:

6.46%

Daily Std Dev

BUFGX:

23.56%

BUFEX:

22.86%

Max Drawdown

BUFGX:

-50.17%

BUFEX:

-53.26%

Current Drawdown

BUFGX:

-5.35%

BUFEX:

-4.53%

Returns By Period

In the year-to-date period, BUFGX achieves a -1.55% return, which is significantly lower than BUFEX's -0.09% return. Over the past 10 years, BUFGX has underperformed BUFEX with an annualized return of 12.02%, while BUFEX has yielded a comparatively higher 13.63% annualized return.


BUFGX

YTD

-1.55%

1M

6.29%

6M

-1.91%

1Y

13.49%

3Y*

15.80%

5Y*

13.09%

10Y*

12.02%

BUFEX

YTD

-0.09%

1M

6.25%

6M

-0.42%

1Y

12.03%

3Y*

18.20%

5Y*

15.33%

10Y*

13.63%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Buffalo Growth Fund

Buffalo Large Cap Fund

BUFGX vs. BUFEX - Expense Ratio Comparison

BUFGX has a 0.92% expense ratio, which is lower than BUFEX's 0.93% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BUFGX vs. BUFEX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUFGX
The Risk-Adjusted Performance Rank of BUFGX is 4141
Overall Rank
The Sharpe Ratio Rank of BUFGX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFGX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of BUFGX is 4040
Omega Ratio Rank
The Calmar Ratio Rank of BUFGX is 4646
Calmar Ratio Rank
The Martin Ratio Rank of BUFGX is 4040
Martin Ratio Rank

BUFEX
The Risk-Adjusted Performance Rank of BUFEX is 3838
Overall Rank
The Sharpe Ratio Rank of BUFEX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of BUFEX is 3737
Sortino Ratio Rank
The Omega Ratio Rank of BUFEX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of BUFEX is 4343
Calmar Ratio Rank
The Martin Ratio Rank of BUFEX is 3737
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BUFGX vs. BUFEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Buffalo Growth Fund (BUFGX) and Buffalo Large Cap Fund (BUFEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current BUFGX Sharpe Ratio is 0.59, which is comparable to the BUFEX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of BUFGX and BUFEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BUFGX vs. BUFEX - Dividend Comparison

BUFGX's dividend yield for the trailing twelve months is around 8.69%, more than BUFEX's 3.66% yield.


TTM20242023202220212020201920182017201620152014
BUFGX
Buffalo Growth Fund
8.69%8.55%5.55%4.77%9.90%4.97%13.60%34.64%20.49%5.78%18.46%14.04%
BUFEX
Buffalo Large Cap Fund
3.66%3.66%0.03%3.07%25.69%0.14%1.42%6.00%5.33%3.33%6.84%11.88%

Drawdowns

BUFGX vs. BUFEX - Drawdown Comparison

The maximum BUFGX drawdown since its inception was -50.17%, smaller than the maximum BUFEX drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for BUFGX and BUFEX.


Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BUFGX vs. BUFEX - Volatility Comparison

Buffalo Growth Fund (BUFGX) has a higher volatility of 5.83% compared to Buffalo Large Cap Fund (BUFEX) at 5.26%. This indicates that BUFGX's price experiences larger fluctuations and is considered to be riskier than BUFEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...